Tax Minimization

While we do not prepare tax returns, there are still many ways to help reduce current and future income tax liability. We can provide some of those sophisticated tax minimizing options and ideas when appropriate and can work with your accountant or other tax professionals when implementing.

Our investment process takes a tax aware approach. This approach gives first priority to the economics of any investment decision, but then supplements that decision process with a review of the tax impact. We feel that this allows us to focus first on making the best investment decision, while also being sensitive to tax implications.